Kotak Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is MARUTI SUZUKI INDIA LTD with a portfolio weight of 7.84% .
The fund currently owns more than 44 stocks.
The top 10 holdings account for 49.46% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 12.30% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.58% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
7.84%
|
|
| 2 | E-Commerce/E-Retail |
7.19%
|
|
| 3 | Communication Services |
6.95%
|
|
| 4 | Consumer Staples |
5.44%
|
|
| 5 | Consumer Discretionary |
5.16%
|
|
| 6 | Hospitals & Medical Services |
3.75%
|
|
| 7 | Consumer Staples |
3.70%
|
|
| 8 | Consumer Staples |
3.57%
|
|
| 9 | Granites/Marbles |
3.04%
|
|
| 10 | Pharmaceuticals |
2.82%
|
|
| 11 | Consumer Staples |
2.81%
|
|
| 12 | Plywood/Laminates |
2.67%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Sectoral/Thematic
Launch Date: 25 Oct 2023
Fund Manager: Mr. Devender Singhal
Minimum Purchase: ₹100
Exit Load: For redemption / switch out within 90 days from the date of allotment - 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Kotak Consumption Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds